We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,907 hedge funds and large institutions have $105B invested in Invesco QQQ Trust in 2024 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,247 increasing their positions, 1,053 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 128

18% more repeat investments, than reductions

Existing positions increased: 1,247 | Existing positions reduced: 1,053

2% more funds holding

Funds holding: 2,8432,907 (+64)

1% more funds holding in top 10

Funds holding in top 10: 642650 (+8)

3% more capital invested

Capital invested by funds: $102B → $105B (+$3.06B)

7.53% less ownership

Funds ownership: 49.64%42.11% (-7.5%)

46% less call options, than puts

Call options by funds: $121B | Put options by funds: $225B

Holders
2,907
Holders Change
+64
Holders Change %
+2.25%
% of All Funds
41.87%
Holding in Top 10
650
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+1.25%
% of All Funds
9.36%
New
234
Increased
1,247
Reduced
1,053
Closed
128
Calls
$121B
Puts
$225B
Net Calls
-$104B
Net Calls Change
-$6.97B
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
2776
Missouri Trust & Investment Company
Missouri
$164K -$8.15K -19 -5%
PCMC
2777
Planning Capital Management Corporation
Pennsylvania
$164K +$17.6K +41 +13%
SIM
2778
Studio Investment Management
Illinois
$161K +$34.3K +80 +28%
NL
2779
NVWM LLC
Pennsylvania
$159K -$594K -1,386 -79%
RMC
2780
Resources Management Corp
Connecticut
$158K +$150K +349 +5,817%
MSWM
2781
Mowery & Schoenfeld Wealth Management
Illinois
$153K
DAM
2782
Delta Asset Management
Tennessee
$153K
BFS
2783
Bare Financial Services
Pennsylvania
$151K
UCB
2784
United Community Bank
South Carolina
$151K
HCM
2785
Horrell Capital Management
Arkansas
$150K
CJL
2786
Cyrus J. Lawrence
New York
$147K +$143K +333 New
GA
2787
GoalVest Advisory
New York
$145K +$96.5K +225 +223%
CCG
2788
Ceeto Capital Group
Florida
$144K -$214K -500 -61%
KHC
2789
Koesten Hirschmann & Crabtree
Kansas
$143K +$17.1K +40 +14%
BFP
2790
Briaud Financial Planning
Texas
$143K +$138K +322 New
CCMW
2791
Cypress Capital Management (Wyoming)
Wyoming
$140K
APC
2792
Aspire Private Capital
North Carolina
$140K +$99K +231 +275%
FPF
2793
First Pacific Financial
Washington
$134K -$1.29K -3 -1%
GCM
2794
Goldstream Capital Management
Hong Kong
$134K
CB
2795
Centennial Bank
Arkansas
$133K
PCTC
2796
Perkins Coie Trust Company
Washington
$133K
GC
2797
Gould Capital
Washington
$131K
SA
2798
SRH Advisors
Kansas
$131K +$30K +70 +31%
TFM
2799
TFC Financial Management
Massachusetts
$129K -$24.9K -58 -17%
SHIM
2800
Stone House Investment Management
Pennsylvania
$128K +$108K +251 +661%

QQQ Hedge Fund Activity: Q1 2024 in Review

2,907 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2024, worth a combined $105B — up 3% from $102B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new QQQ positions and 128 closed out — a net gain of 106 holders — while 1,247 added to existing stakes and 1,053 trimmed.

The largest buyer was Bank of America, adding an estimated $2.47B. The largest seller was International Assets Investment Management, cutting an estimated $12.1B.

  • 2,907 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2024, up from 2,843 in Q4 2023.
  • Funds reported $105B of Invesco QQQ Trust stock for Q1 2024, up 3% quarter-over-quarter.
  • 234 funds opened new Invesco QQQ Trust positions in Q1 2024 and 128 closed out, a net change of +106 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2024 was Bank of America, an estimated $2.47B added.
  • The largest Invesco QQQ Trust seller in Q1 2024 was International Assets Investment Management, an estimated $12.1B sold.

Based on aggregated 13F filings for Q1 2024.